共建产业生态！2026湾芯展开幕式暨半导体产业发展峰会议程公布

人工智能推动着算力需求指数级攀升，先进计算新架构展现出极致的能效提升，但在真实计算系统部署时却普遍陷入“高能效、低效能”的悖论。造成能效—效能断层的原因主要源于跨层级的数据互连与调度接口。物理互连的高昂能耗、软件工具链的性能折损，以及刚性架构与多样任务的失配，共同吞噬了架构红利。提出解决该断层的关键突破口：从“以器件为中心”转向“全栈协同的系统优化”。通过先进封装、软件定义互连及动态可重构计算，将“接口”从系统瓶颈转化为高效流转的枢纽，真正释放先进架构的系统级效能。

半导体是数字经济的核心基石，功率半导体更是电能转换与管理体系的“心脏”，为AI算力、新能源、电动汽车等关键战略赛道提供底层硬核支撑。报告开篇，从蒸汽机时代到人工智能时代历次工业革命演进，揭示了能源技术迭代对生产力的推动作用，深度拆解AI算力爆发与全球能源转型双向共振下的全新产业机遇：当前全球半导体产业增速突破20%，其中功率半导体赛道未来五年市场规模有望实现三倍增长，成为产业增长的核心新引擎。随后报告内容聚焦行业前沿热点，深度解读AI数据中心供电架构跃迁、2028年固态变压器（SST）商用拐点等关键行业洞察，全景分享硅基（Si）、碳化硅（SiC）、氮化镓（GaN）多技术路线协同并进的产业发展新趋势。报告收尾部分，集中展示公司在智能传感、全场景系统方案、数字化先进制造领域的落地创新实践，与全行业伙伴共同探索以“功率芯”为核心驱动力，推动中国半导体产业高质量发展的全新路径。

华润微电子有限公司是中国领先的拥有芯片设计、掩模制造、晶圆制造、封装测试等全产业链IDM半导体企业，公司于2020年在科创板上市，股票简称：“华润微”，股票代码：“688396”。公司产品聚焦于功率半导体、数模混合、智能传感器与智能控制等领域，为客户提供系列化的半导体产品与服务，矢志成为世界领先的功率半导体和智能传感器产品与方案供应商。

Semiconductors form the core cornerstone of the digital economy. Power semiconductors, as the "heart" of power conversion and management systems, deliver robust underlying support for key strategic tracks including AI computing power, new energy and electric vehicles. At the opening of the report, it traces the evolution of successive industrial revolutions from the Steam Age to the Artificial Intelligence Era, revealing how iterative advances in energy technology have driven productivity growth. It further dissects the unprecedented industrial opportunities unleashed by the two-way synergy between the AI computing boom and global energy transition: the global semiconductor industry is now growing at over 20%, and the power semiconductor segment is on track to triple its market size in the next five years, emerging as the core new engine for industrial expansion. The report then zeroes in on cutting-edge industry hotspots, offering in-depth insights into paradigm shifts in AI data center power architectures and the 2028 commercialization inflection point for Solid-State Transformers (SST). It also maps out the new industrial landscape defined by the coordinated advancement of silicon (Si), silicon carbide (SiC) and gallium nitride (GaN) technology pathways. In its closing section, the report highlights the innovation practices of company across intelligent sensing, full-scenario system solutions and digital advanced manufacturing. It joins hands with partners across the entire industrial chain to pioneer a new path for high-quality development of China's semiconductor industry, powered by "power chips" as the core driving force.

CR Microelectronics Co., Ltd.‌ is an IDM semiconductor enterprise in China with integrated operation capabilities across the entire industry chain, including IC design, mask manufacturing, wafer manufacturing, package test. Listed on STAR Market in 2020 (stock abbreviation: “CR Micro”, stock code: “688396”), the company specializes in power semiconductors, mixed-signal, intelligent sensors, and control fields, providing series of semiconductor products and services. It aspires to become a world-leading supplier of products and solutions in fields of power semiconductor and intelligent sensor.

AI正加速从数字世界走向物理世界，并由此引发算力需求的爆发式增长、算力平台的重塑，以及半导体产业增长引擎的全面重构。

面对机遇，安谋科技始终紧密连接 Arm® 全球生态，持续引入Arm在Cloud AI、Edge AI、Physical AI领域的前沿技术，同时深耕本土自研IP产品创新，为AI算力基础设施提供坚实的底座。

AI is accelerating its shift from the digital world to the physical world, driving explosive growth in compute demand, a reshaping of compute platforms, and a comprehensive reconfiguration of the semiconductor industry’s growth engine.

Facing this opportunity, Arm China remains closely connected with the Arm® global ecosystem, continues to introduce Arm’s leading technologies in Cloud AI, Edge AI, and Physical AI, and deepens local R&D and innovation in self-developed IP products, providing a solid foundation for AI compute infrastructure.